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1. Signing up

Signing up for a free account is real easy, it only takes a minute (you can do it here).

In order to set up your account we will need to know a few things about you and your company (the usual stuff).

There are two important things on this page that you need to pay attention to:

• the subdomain: a unique identifier of your choosing, usually your company name or your name (if you are a freelancer). After your account is created you will be able to manage it using your subdomain. (you will log in to your account by pointing your browser to this subdomain). Think about it as your house on Paymo street . For a more detailed technical explanation of subdomains you can read this article on Wikipedia.
• the timezone: although you can change your timezone later on, it’s a good idea to set it up correctly right when you start your account. This will ensure you get accurate reports and stats.

 

2. Setting up your company

After you signup we’ll automatically log you in to your new account and you can start using it right away. The first step will be to set up your company by clicking the Company Settings link. On this page you will be able to customize Paymo with your own settings. You can tweak things like the workday length, date format, the start of the week, language settings and invoice settings. These settings will be applied to new users that are added to the system, however each user/employee can have it’s own settings (very useful for geographically distributed teams)

While on this page, make sure you upload your company logo. The logo will be used on the invoices you create. Having a branded invoice makes you look like a professional!

Important: Please fill in the fiscal information box with the appropriate data of your company, this information will be used on the invoices you create for your clients as well as the invoices we generate for your Paymo subscription.

 

3. Your user account

Right after setting up the company settings we suggest checking out your own account settings, by visiting the My Account page. Every employee can tweak his own user account settings (timezone, date format, time format, language).

Each Paymo user can upload his picture/avatar to the system. If an account uses an email that is registered in the gravatar system, the associated image will be used.

 

4. Adding employees to your account

Setting up new employees is really easy. You need to click the Users tab in the main nav bar of your account. Here you will see a list of existing employees that can use the system.

Clicking the Add User button will take you to a form that will enable you to add your new employee.

The Add User form will contain the usual fields, however there are two fields that need your attention:

• The Workday Length field is important, based on this value the performance of the employee is calculated.
• Price Per Hour, allows you to set a custom rate per employee. This can be very useful if you charge different rates based on a specific skill.

 

5. Adding clients and projects

After adding employees/users to the system all you need to do before going to work is setting up your clients and their associated projects and tasks.

You can do this by filling out the appropriate forms on the Clients and Project tabs.

 

6. Adding time

There are several ways to add time to the system. We recommend using the desktop time tracker, it’s fast and unobtrusive. You can download it from the Download Desktop Widget link. You can either use the Windows or Mac version, depending on your operating system.

If you like to work with the browser you can start the time tracker by clicking the Timer tab from the main nav. This will create a popup window containing the time tracker. It offers the same functionality as the desktop version, however you need to keep the browser window open while using the punch-clock.

 

7. Generating invoices & reports

After all that hard work, it’s time to get paid. Paymo makes this real easy for you by enabling you to run custom reports for your clients or yourself.

The Invoicing section offers you the invoice and expense tools. Once you have timesheet data stored in the database creating an invoice based on it is one click away. Add a new invoice, click the Add From Timesheet button and fill in the filtering form – you’re invoice is ready!